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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,357 | $95,406-55.6% | $185,849-77.2% | $85,847-50.7% |
| Participation rate | 73.0% | 68.8%+4.3pp | 81.7%-8.7pp | 69.3%+3.7pp |
| Annual return | 41.77% | 23.59%+18.2pp | 122.10%-80.3pp | 318.61%-276.8pp |
| Employer contribution / active EE | $942 | $3,314-71.6% | $5,169-81.8% | $2,565-63.3% |
| Participant deferral / active EE | $3,525 | $3,424+2.9% | $5,569-36.7% | $3,952-10.8% |
| Admin fee / account holder | $395 | $7,214-94.5% | $16,244-97.6% | $6,261-93.7% |